HEI icon

HEICO
HEI

Overview Fund Activity

449 hedge funds and large institutions have $5.79B invested in HEICO in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 148 increasing their positions, 152 reducing their positions, and 37 closing their positions.

Holders
449
Holders Change
+12
Holders Change %
+2.75%
% of All Funds
7.25%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
59
Increased
148
Reduced
152
Closed
37
Calls
$22.4M
Puts
$8.57M
Net Calls
+$13.8M
Net Calls Change
-$43K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$129M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$39.2M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$45.3M
4
SAM
4
Scopus Asset Management
New York
$23.4M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$24.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$787M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$41.1M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$10.9M
4
EAM
4
Erste Asset Management
Austria
$516K
5
WCM Investment Management
5
WCM Investment Management
California
$111K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$787M 5,120,681 -239,297 -4%
Capital World Investors
2
Capital World Investors
California
$526M 3,422,555 -44,976 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$524M 3,408,048 +54,932 +2%
American Century Companies
4
American Century Companies
Missouri
$311M 2,023,620 -36,801 -2%
State Street
5
State Street
Massachusetts
$218M 1,422,060 +14,382 +1%
Lazard Asset Management
6
Lazard Asset Management
New York
$209M 1,363,157 +40,452 +3%
RP
7
Riverbridge Partners
Minnesota
$180M 1,174,350 -47,559 -4%
Capital International Investors
8
Capital International Investors
California
$153M 998,960 +18 +0%
Citadel Advisors
9
Citadel Advisors
Florida
$129M 836,964 +472,234 +129%
FAM
10
Fred Alger Management
New York
$96.6M 628,789 -41,568 -6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$83.7M 545,204 +15,178 +3%
Bank of America
12
Bank of America
North Carolina
$83.5M 543,205 +29,824 +6%
Franklin Resources
13
Franklin Resources
California
$81.7M 531,689 +258 +0%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$81.2M 528,779 +1,346 +0.3%
CS
15
Credit Suisse
Switzerland
$79.2M 515,770 -14,320 -3%
Bessemer Group
16
Bessemer Group
New Jersey
$71.7M 466,391 -4,066 -0.9%
Goldman Sachs
17
Goldman Sachs
New York
$65.8M 428,539 +39,648 +10%
Morgan Stanley
18
Morgan Stanley
New York
$59.1M 384,925 +17,666 +5%
Federated Hermes
19
Federated Hermes
Pennsylvania
$53.4M 347,505 -1 -0%
Northern Trust
20
Northern Trust
Illinois
$51.4M 334,562 +12,867 +4%
Jennison Associates
21
Jennison Associates
New York
$50.9M 331,153 -5,477 -2%
PCM
22
Peregrine Capital Management
Minnesota
$49M 318,634 +4,763 +2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$48.6M 316,222 -12,353 -4%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$46.6M 303,578 +1,766 +0.6%
Marshall Wace
25
Marshall Wace
United Kingdom
$45.3M 294,865 +174,284 +145%
1
2 3 4 5